Ep #146: Buying a Firm from Their Father - The Careers of Taylor Anderson & Kailie Abascal

Listen to the Full Interview:

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What You'll Learn from This Episode:

• The very different career paths that led Taylor and Kailie to buying their father’s financial planning firm.
• How their dad set the groundwork for the transition to go smoothly.
• The structure of the buyout. 
• What made Taylor and Kailie decide to do a separate RIA instead of attaching to their father’s previous one.
• Their growth plan for the firm.
• How the firm's service model has shifted for new clients vs. existing clients.
• Advice Taylor and Kailie would go back and give their younger selves.

Featured on the Show:

• Scaling Up: How a Few Companies Make It...and Why the Rest Don't by Verne Harnish
• Trello

This Episode Sponsored By:

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